### Timestamp 0:00 Start 0:58 Refresher on 3 Fund 2:20 The US Stock Bias 3:40 Rolling Performance Us v Global 4:38 The Global Market Cap 5:00 Valuation of Asset Class 6:55 Lowest Correlation Of Equities 8:27 The Juice 9:40 Historical Performance 13:50 Cape Ratio Things